One would expect that some very creative minds are working to find the right fit for NM283...
Others in HCV market are looking for a polymerase for combination therapy...
The Vertex data will be another piece to the puzzle...
Once the "cocktail drink" slide showed up in presentation slides (late Oct) one could expect this was the direction for NM283
In the meantime telbivudine sales ramp up... and IDIX works HIV
and other classes in HCV... perhaps we'll be pleasantly surprised. if all was well... we certainly would not be @ $7.42
I think IDIX/NVS only moved to the riba trials when they "saw" NM283 and peg might fall short. Of course NVS is paying for the P2 NM283 trials. And a specific combo (perhaps add riba, or eventually a polymerase /protease / ? ) may be the creative source.
In the end it is the clinical data that tells the story. Hype carries you only a short way... and its a marathon, not a sprint.
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